Clean Energy Transition LLP — 13F holdings

Clean Energy Transition LLP reported 14 holdings worth $1.44B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FSLR FIRST SOLAR INC — $302M (21.0%)
2. SWK STANLEY BLACK & DECKER INC — $248M (17.2%)
3. EMR EMERSON ELEC CO — $179M (12.4%)
4. OTIS OTIS WORLDWIDE CORP — $165M (11.5%)
5. NVT NVENT ELECTRIC PLC — $116M (8.1%)
6. OC OWENS CORNING NEW — $112M (7.8%)
7. RAL RALLIANT CORP — $72.2M (5.0%)
8. ED CONSOLIDATED EDISON INC — $68.5M (4.8%)
9. PNR PENTAIR PLC — $59.7M (4.2%)
10. XEL Xcel Energy Inc — $34.6M (2.4%)